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Winter 2018 Magazine

Avoid losing clients to competitors[pg. 11]Often you hear a salesperson say, “We service the heck out of our customers. They’ll never leave us.” Then a competitor walks away with an

account. And, no one saw it coming.

Proposals: A great E&O prevention tool [pg.13] Typically, the insurance proposal is broken down by line of business and lists the coverage's offered/proposed and the corresponding premium. That’s fine and probably serves the purpose. For example, say you are providing a proposal to a hardware store.

A great defense [pg. 16] Like companies across business sectors, insurance agencies have seen improvements in efficiency, client engagement and overall profitability through technology.

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